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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,924 | $100,970+441.7% | $96,576+466.3% | $137,256+298.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.86% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $9,189 | $3,809+141.2% | $3,553+158.6% | $4,156+121.1% |
| Participant deferral / active EE | $22,244 | $8,286+168.4% | $7,956+179.6% | $6,407+247.2% |
| Admin fee / account holder | $112,500 | $11,312+894.5% | $11,381+888.5% | $12,270+816.9% |